Set Up and Manage Profiles – Community Support Portal

The Goal: Build out your Community profile — banner, photo, About, Experience, Education, and tags — so other members can find you and connect with you.

Before You Begin:

Profile and Settings are two different destinations. Your Profile is the page other members see — photos, About, Experience, Education, tags. Your Settings page is where you control privacy, messaging, devices, time zone, and notifications. Both open from the same menu in the upper right corner.
Site Admins should create Tag Types and tags before members build their profiles. See Tag Types and Directory Filters.
Acceptable image file types are png, jpg, jpeg, and bmp. Have your banner and profile images ready before you start.

Your members will have access to their profile through Community. With GrowthZone integration, contact information — including their name, company, and email address — will automatically be passed to your Community.

Setting Up Profile Tag Types within Admin

Before navigating to the Profile Page, be sure to create the Tag Types and tags you would like your members to use on their Profile to encourage engagement and networking on your Community Platform. To learn how to create Tag Types and tags, and connect them to the Profile Page, please refer to this article: Tag Types and Directory Filters.

Step-by-Step Instructions

Click your avatar in the upper right-hand corner of the software.
Choose Profile. To change privacy, messaging, devices, time zone, or notifications instead, choose Settings from this same menu.

On the Profile tab, you can configure a banner for the profile, add your photo, enter About information, and more.

Add a Banner Image

On the profile page, locate the Banner Image section.
Select the area to upload an image or drag and drop an image file.
- Acceptable file types: png, jpg, jpeg, bmp.

Add a Profile Image

Locate the Profile Image section below the banner image.
Select the area to upload an image or drag and drop an image file.
- Acceptable file types: png, jpg, jpeg, bmp.

Add About Information

Locate the About section.
Enter the information about yourself. Character limit: 1024.

Add Experience Information

Locate the Experience section.
Select the + icon to add a new section.
Fill in the following fields for each experience entry:
- Job Title: Character limit 128
- Company: Character limit 128
- Start Date: Character limit 32
- End Date: Character limit 32
- Description: Character limit 1024
Select the Save icon to save changes, or use the X icon to cancel.

Add Education Information

Locate the Education section.
Select the + icon to add a new section.
Fill in the following fields for each education entry:
- School Name: Character limit 256
- Degree: Character limit 128
- Field of Study: Character limit 128
- Start Date: Character limit 32
- End Date: Character limit 32
Select the Save icon to save changes, or use the X icon to cancel.

Add Tags

Locate the Tag Type sections. These Tag Type Widgets were added within the Profile Tab under Layout on the Admin Page. See the Setting Up Profile Tag Types within Admin section above.
Click the Edit Icon to the right of the section.
Add or remove tags as needed.
Select the Save icon to save changes, or use the X icon to cancel.
Repeat these steps with all Tag Type sections.

The Final Results:

Common Pitfalls

Looking for privacy or notification controls on your Profile page: They are not there. Profile is what other members see. Privacy, email visibility, messaging, microphone and camera selection, time zone, and all notification settings are on your Settings page, reached from the same upper-right menu.
Filling out a profile nobody can see: If Make my Profile Private is on, only your first name, last name, title, company or school, banner photo, and profile photo are visible to others. Everything you add here beyond that is hidden until you turn it off.
No Tag Type sections on your profile: Tag Types are created by a Site Admin and connected to the Profile page under Layout on the Admin Page. If none appear, none have been set up for your site yet.
Forgetting to save each section: Experience, Education, and each Tag Type section save individually. Use the Save icon on each one before moving to the next.